Number of Shares
27,519.00
Current Holdings Value*
$16.09 Mil
% of Portfolio
3.36%
Total Estimate Gain
$-5.11 Mil
% of Total Estimate Gain
-27.25%

WCM Focused Global Growth Fund's UnitedHealth Group Inc Holding Summary

As of 2024-09-30, Investment Managers Series Trust held 27,519.00 shares of UnitedHealth Group Inc(UNH), totaling $16.09 Mil. This investment constitutes 3.36% of their stock portfolio, and Investment Managers Series Trust now holds 0% of the outstanding UnitedHealth Group Inc(UNH) stock.

The initial trade took place in 2022Q2. And since then WCM Focused Global Growth Fund has made 4 purchases of UNH, at an average price of $507.63, for a total of 36,970.00 shares. In addition, there have been 6 sales at an average price of $500.12 for 9,451.00 shares. Based on historical transaction data and UNH's current price of $324.35, WCM Focused Global Growth Fund's estimated gain on his UNH holdings is $-5.11 Mil, reflecting a -27.25% gain to date.

WCM Focused Global Growth Fund UNH ($324.35) Holding Chart

WCM Focused Global Growth Fund UNH ($324.35) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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